WQ

Wealth Quarterback Portfolio holdings

AUM $259M
1-Year Est. Return 20.42%
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$9.03M
3
+$8.23M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$8.03M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.12%
2 Healthcare 5.75%
3 Consumer Staples 4.58%
4 Consumer Discretionary 3.97%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
0
777
$2K ﹤0.01%
+22
778
$2K ﹤0.01%
+60
779
$2K ﹤0.01%
+10
780
$2K ﹤0.01%
+796
781
$2K ﹤0.01%
+40
782
$2K ﹤0.01%
+54
783
$2K ﹤0.01%
+13
784
$2K ﹤0.01%
+64
785
$2K ﹤0.01%
+14
786
$1K ﹤0.01%
+10
787
$1K ﹤0.01%
+54
788
$1K ﹤0.01%
+6
789
$1K ﹤0.01%
+22
790
$1K ﹤0.01%
+12
791
$1K ﹤0.01%
+1
792
$1K ﹤0.01%
+9
793
$1K ﹤0.01%
+13
794
$1K ﹤0.01%
+1,076
795
$1K ﹤0.01%
+50
796
$1K ﹤0.01%
+150
797
$1K ﹤0.01%
+5
798
$1K ﹤0.01%
+5
799
$1K ﹤0.01%
+3
800
$1K ﹤0.01%
+110
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